Action (AMZN) Amazon Forum Analyses

10H·

$AMZN (-0,02 %) Amazon has experienced strong demand for cloud services, meaning pricing power.

AWS, its most profitable segment, saw revenues increase to $26.3 billion in Q2, or 19% YoY surge making up only 17.8% of overall sales, but accounting for a sizeable 63.3% of its operating income.

We're bullish on $AMZN (-0,02 %) . They're efforts to reduce operating expenses, while at the same time, investing in AI and garnering more from leasing GPUs and selling products online means more revenues spread over a lower cost base, leading to better profitability.

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1 Commentaire

Matti@mattilist

7H

And what about MS? 33% cloud growth. 15% allover growth - higher then AMZN. The P/E is also lower.

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👀

@MalSchauenWasWird

12H·

After a long time, I'm writing a post again with a cup of coffee in my hand. With all the turbulent events of late, when I looked at my portfolio (especially my $AMZN (-0,02 %) position) a basic question came up again. What is the maximum percentage of your portfolio that a position can make up that you still feel comfortable with?

Best wishes and have a nice weekend Klaus.

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8 Commentaires

~ Michael 💎 🏅@Michael-official

12H

For me, it depends on the company.
I am currently letting all positions run.

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Voir toutes les 2 autres réponses

~ Michael 💎 🏅

@Michael-official

1J·

Amazon Web Services
$AMZN (-0,02 %) plans to raise 1.3 billion dollars in Italy 🇮🇹 over the next five years to expand its data center business in the country, reports Reuters.

Photo: InterSystems

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Invicvestor

@Invicvestor

1J·

Feedback sur mon portefeuille

💭 Since the absurd increases of the past year, I have increasingly wondered: is it worth selling part of my portfolio? Stocks look increasingly overvalued, and I wonder if we haven't already reached the limit. How do you approach this? Do you take profits, stay put or switch to other investments? Curious about your thoughts! 💬

Also feel free to react on my positions!

$AMZN (-0,02 %)
$AAPL (+0,65 %)
$TSLA (+9,97 %)
$O (+2,65 %)
$ASML (-0,38 %)
$ATKR (-6,47 %)
$PYPL (+3 %)
$DIS (+0,84 %)
$AVHNY
$SOF (+0 %)
$UMICY
$IWDA (+0,72 %)
$EIMI (-1,88 %)
$XDEW (+1,03 %)
$

29Positions

24,11 %

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4 Commentaires

Imvestment4Life@Investment4Life

1J

I go all in every month.
Don't need the money for the next 20 years, so a drop or bigger recession is only a buying opportunity 💯

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~ Michael 💎 🏅

@Michael-official

2J·

The 🇺🇸 Federal Energy Regulatory Commission has denied a request to cut the power supply to the Susquehannanuclear power plant for an Amazon- $AMZN (-0,02 %) -data center campus - CNBC.

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But T.

@But_the_Stock_Picked_Me

2J·

$AMZN (-0,02 %) How do you think Trump's tariff policy towards China could affect Amazon shares?

Trump has repeatedly spoken of tariffs on Chinese imports as a means of boosting domestic production.

What do you think: Will higher prices due to tariffs hit the share price hard?

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7 Commentaires

SP@spellwan

2J

I wonder what China has to do with Amazon?

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Getking

@Getking

2J·

All of these shares reached new ALL-TIME HIGHS at some point today ⤵️

Nvidia $NVDA (-0,03 %)

Amazon $AMZN (-0,02 %)

Netflix $NFLX (+0,37 %)

Walmart $WMT (+1,81 %)

JPMorgan $JPM (+0,97 %)

Goldman Sachs $GOS0

Palantir $PLTR (+5,8 %)

Blackrock $BLK

American Express $AXP (+0,52 %)

Arista $ANET (+0,19 %)

Apollo $APO PR A

Blackstone $BX (+1,53 %)

Booking $BKNG (+1,31 %)

Instacart $INSTA

Caterpillar $CAT (-2,91 %)

Capital One $COF (+1,17 %)

Discover Financial $DFS (+0,81 %)

Electronic Arts $EA (-0,11 %)

GE Vernova $GEV (+2,57 %)

Hilton $HLT (+1,96 %)

Howmet $HWM (+2,93 %)

Interactive Brokers $IBKR (+1,86 %)

$KKR (+2,31 %)

Cheniere $LNG (+2,62 %)

Morgan Stanley $MS (+1,35 %)

Marriot $MAR (+1,62 %)

Nasdaq $NDAQ (+1,15 %)

News Corp $NWSA (+2,21 %)

Oracle $ORCL (+2,18 %)

Palo Alto $PANW (+1,75 %)

ServiceNow $NOW (+0,65 %)

Steel Dynamics $STLD (+1,87 %)

Stryker $SYK (+2,44 %)

Royal Caribbean $RCL (+2,93 %)

Reddit $RDDT (+1,83 %)

Trade Desk $TTD (+3,69 %)

Visa $V (+1,22 %)

Wells Fargo $WFC (+1,06 %)

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~ Michael 💎 🏅

@Michael-official

3J·

Amazon
$AMZN (-0,02 %) has received approval from the US FAA to fly its new, smaller delivery drone, even beyond the line of sight of pilots.

The tests are now starting in Arizona - CNBC.

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~ Michael 💎 🏅

@Michael-official

3J·

Jeff Bezos has announced the sale of 1,07 million Amazon shares
$AMZN (-0,02 %) at a price of $200,07 per share and thus approximately 213,8 million dollars before taxes.

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~ Michael 💎 🏅

@Michael-official

4J·

The Intel-CEO $INTC (+0,53 %) announces that the company is close to finalizing a multi-year, multi-billion dollar deal with Amazon Web Services
$AMZN (-0,02 %) . -WSJ

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1 Commentaire

dOk@doks

4J

wow, I was almost thinking of closing my position by swapping it with $MBLY (which is still largely owned by $INTC)

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